-59.3%
PINS vs PTEN
+22.3%
-81.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.1% |
| 7D | -2.1% | -25.5% | +23.5% | +2.7% |
| 30D | -6.6% | -11.7% | +5.0% | -5.3% |
| 3M | -18.7% | -0.5% | -18.2% | -19.9% |
| 6M | -10.4% | -12.9% | +2.5% | -10.2% |
| YTD | -26.8% | +67.1% | -93.9% | -37.1% |
| 1Y | -27.9% | +70.5% | -98.4% | -38.5% |
| 3Y | -38.7% | -10.4% | -28.2% | -43.0% |
| All | -59.3% | +22.3% | -81.6% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling